GET STARTED WITH OUR FULLY DIGITAL LOAN PROCESS
PREPARE
View the checklist items that you’ll need.
PROVIDE
Securely upload and download all documents.
PROGRESS
Track next steps throughout the loan process.
AdvisorLoans
Bank Term Sheet Proposal
1. Download:
Application/PFS
2. Upload:
Borrower:
Application/PFS
Last 3 Years Tax Returns
AUM/revenue report
YTD P&L and balance sheet
If Acquisition:
100% Asset or Equity Purchase
Partner Buy Out/In Purchase
Seller:
Last 3 Years Tax Returns or Schedule C
AUM/revenue report
YTD P&L and balance sheet
If Partial Asset Purchase:
Seller:
AUM/revenue report
Online Application & PFS
If you prefer to complete the application and/or PFS online: